Snowden Capital Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Snowden Capital Advisors’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,964	Closed	-$200K	–	1391
2026 Q1	$200K	Hold	3,964	–	–	0.01%	1225
2025 Q4	$201K	Sell	3,964 -872	-18%	-$44.2K	0.01%	1219
2025 Q3	$246K	Hold	4,836	–	–	0.01%	1109
2025 Q2	$245K	Hold	4,836	–	–	0.01%	1093
2025 Q1	$243K	Hold	4,836	–	–	0.01%	1074
2024 Q4	$241K	Hold	4,836	–	–	0.01%	1084
2024 Q3	$244K	Hold	4,836	–	–	0.01%	1103
2024 Q2	$238K	Hold	4,836	–	–	0.01%	1068
2024 Q1	$238K	Sell	4,836 -479	-9%	-$23.5K	0.01%	1064
2023 Q4	$261K	Buy	5,315 +479	+10%	+$23.2K	0.01%	967
2023 Q3	$232K	Hold	4,836	–	–	0.01%	955
2023 Q2	$233K	Sell	4,836 -367	-7%	-$17.7K	0.01%	1046
2023 Q1	$252K	Sell	5,203 -3,161	-38%	-$152K	0.01%	1006
2022 Q4	$400K	Sell	8,364 -1,564	-16%	-$74.5K	0.02%	807
2022 Q3	$470K	Sell	9,928 -1,656	-14%	-$80.2K	0.02%	679
2022 Q2	$561K	Buy	11,584 +3,428	+42%	+$167K	0.03%	584
2022 Q1	$402K	Buy	8,156 +7,730	+1,815%	+$387K	0.02%	712
2021 Q4	$21K	Buy	+426	New	+$21.8K	﹤0.01%	1319

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Snowden Capital Advisors's SLQD Position: Q2 2026 in Review

Snowden Capital Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026, closing a stake of 3,964 shares — an estimated $200K sold.

Snowden Capital Advisors first reported a position in SLQD in Q4 2021 and held it in 18 quarters. The position peaked at $561K in Q2 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Snowden Capital Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Snowden Capital Advisors sold 3,964 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $200K.
Snowden Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 18 quarters.
Snowden Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $561K in Q2 2022.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.